L. B. Eddy is a fee-only financial planning and investment management firm owned and operated by Latimer B. Eddy. The firm is not accepting new clients and is in the process of transitioning existing clients to other advisors. L. B. Eddy manages investments through a qualified custodian, with clients maintaining asset control. The firm provides investment advice and management, portfolio reviews, and asset allocation studies. Financial planning services are limited in scope.
Assets Under Management$16M
Clients9
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.38% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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